See a Training Conference Call about Setting Up a New Card Sender

After you’ve walked them through a gift account, explain to them the three ways to join and ask them which type of account would best suit them.

Tip 1: Allow the Automatic Gift Account Walkthrough to do the presentation for you. On the Automatic Gift Account page, you can click on a 3-ways button that will professionally present the details of the three ways to get started.

-OR-

Tip 2: You can use our 3 Ways to Become a Sender of Cards Click Chart to help you do this.

You’ll also want to help them sign up and walk them through System Training.

As part of your support in helping a new user get started, make sure they know where to access the system training webinars. You especially want to refer them to TheDaily8.com